I make sure that everyone receives the best possible service and attention. My aim is to make every client feel valued, special and like family.
Professional Financial Planning / Investment Management Experience
As the main contact for our financial clients, she makes sure that everyone receives the best possible service and attention. Her aim is to make every client feel valued, special and like family.
Valerie has worked with the Shah team since 2015.
She having had past experience in the financial compliance area, working alongside attorneys in several Wall Street investment firms. A Brooklyn native, she moved to Monroe in 2001 and now lives in Englishtown with her husband and two sons.
241 Forsgate Drive, Suite 204, Jamesburg, NJ 08831
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Neel Shah, J.D., CFP® is an Investment Adviser Representative of Beacon Wealth Solutions, LLC, a Registered Investment Advisory Firm. Wealth management and investment advisory services are offered solely by Beacon Wealth Solutions, LLC, 241 Forsgate Drive, Suite 204, Jamesburg, NJ 08831 877-6Beacon, Tel: 877-623-2266,
Shah & Associates, P.C. is a law firm and independent of Beacon Wealth Solutions, LLC
Shah Total Planning LLC is an Education, Outreach and Marketing firm and independent of Beacon Wealth Solutions, LLC
Neel Shah, J.D., CFP® is licensed for life insurance and health insurance in New Jersey and various other states.
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